See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $645,470 | $104,974+514.9% | $95,585+575.3% | $142,382+353.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 17.47% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,566 | $2,779+28.3% | $2,527+41.2% | $4,299-17.0% |
| Participant deferral / active EE | $4,700 | $4,352+8.0% | $4,023+16.8% | $6,507-27.8% |
| Admin fee / account holder | $54,970 | $6,386+760.8% | $6,127+797.1% | $12,624+335.5% |